Nachrichten und Einblicke

Will another bad UK CPI hit growth? Real pay fell sharply in the last year after rising unexpectedly over the pandemic. Did consumers get used to that higher level of pay? If not, wiggle room now may be higher.

The US headline inflation rate softened in July, though there is still uncertainty over its trajectory going forward. In this Strategy Blog, we highlight a few important observations which suggest that this may not have been another false summit.

World GDP likely shrunk in Q2 2022 – for the first time since the 2020 pandemic related decrease – owing to economic downturns in China, Russia and the US. Is bad news truly good news?

Senior hire strengthens Debt Advisory team and further expands Global Advisory business in the Americas.

Strong first half performance.

Trotz anhaltender globaler Wachstums- und Inflationssorgen erholten sich die Kapitalmärkte im Juli: Die globalen Aktien legten deutlich zu, nachdem sie im Juni ein Jahrestief erreicht hatten. Auch die weltweiten Staatsanleihen verzeichneten kräftige Gewinne.

In the 9th edition of Mosaique Insights we take a closer look at what type of investments can thrive in challenging times and shed some light on the topic of inflation. We will also take you on a trip to the Nordics and introduce you to our new Rothschild & Co Switzerland Art Collection and Exhibition Series.

As society ages across the developed world, purchasing power is shifting to the Baby Boomers. This in turn is opening up new markets for companies servicing the silver economy. In this infographic video, find out more about navigating shifting demographics.

The current challenge for central banks is to restore low and stable inflation, while preserving financial stability and averting a recession. A task that looks less likely now than a few months ago.

Die Stimmung unter den Anlegern hat sich seit der Marktperspektive vom Mai eingetrübt. Objektiv gesehen hat sich jedoch wenig geändert. In dieser Ausgabe erörtern wir die Risiken, die nach wie vor vom Ukraine-Konflikt ausgehen, warum die US-Wirtschaft näher an einer technischen Rezession ist, als wir zunächst dachten, und die Volatilität der Märkte.

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

Die Volatilität war bei Aktien und Anleihen weiterhin hoch. Globale Aktien fielen stark und erreichten Mitte des Monats kurzzeitig ein neues Jahrestief, ebenso wie globale Staatsanleihen.